Simon Property Group Inc.
SPG- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0001063761
In the last 90 days, Simon Property Group Inc. insiders filed 11 open-market purchases and 0 sales; 1,363 institutions reported holding it in 13F filings for Q2 2026, worth $67.7B in total; no superinvestor holds it.
Other share classesSPG.PJ
13F holders, Q4 2022
Institutional positions in Simon Property Group Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 996
- +90 vs. Q3 2022
- Shares held
- 282.2M
- +2.76M (+1.0%) vs. Q3 2022
- Total value
- $33.1B
- +$8.05B (+32.1%) vs. Q3 2022
- New holders
- 166
- 369 more added
- Sold out
- 76
- 325 more reduced
15 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SPG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,363 | $67.7B |
| Q1 2026 | 1,312 | $54.6B |
| Q4 2025 | 1,289 | $54.3B |
| Q3 2025 | 1,221 | $54.5B |
| Q2 2025 | 1,213 | $46.8B |
| Q1 2025 | 1,202 | $48.9B |
| Q4 2024 | 1,195 | $50.4B |
| Q3 2024 | 1,136 | $48.8B |
| Q2 2024 | 1,105 | $43.7B |
| Q1 2024 | 1,084 | $45.3B |
| Q4 2023 | 1,056 | $41.4B |
| Q3 2023 | 985 | $31.0B |
| Q2 2023 | 988 | $32.9B |
| Q1 2023 | 987 | $31.9B |
| Q4 2022 | 996 | $33.1B |
| Q3 2022 | 921 | $25.1B |
| Q2 2022 | 940 | $26.5B |
| Q1 2022 | 1,012 | $37.6B |
| Q4 2021 | 1,049 | $46.1B |
| Q3 2021 | 918 | $37.3B |
| Q2 2021 | 906 | $37.4B |
| Q1 2021 | 847 | $32.7B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Simon Property Group Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| New England Capital Financial Advisors LLC | 200 | $24.7K | 0.02% | +200 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 212 | $24.9K | 0.00% | −173−44.9% | Reduced |
| HHM Wealth Advisors, LLC | 212 | $24.9K | 0.01% | +49+30.1% | Added |
| Muzinich & Co., Inc. | 215 | $25.3K | 0.02% | +215 | New |
| Cyrus J. Lawrence, LLC | 218 | $26.0K | 0.01% | 00.0% | Unchanged |
| US Asset Management LLC | 222 | $26.0K | 0.03% | +222 | New |
| Financial Freedom, LLC | 227 | $26.7K | 0.02% | +227 | New |
| Valley National Advisers Inc | 225 | $27.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 232 | $27.3K | 0.01% | +232 | New |
| Arlington Partners LLC | 233 | $27.4K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 237 | $27.8K | 0.00% | +171+259.1% | Added |
| Tyler-Stone Wealth Management | 238 | $28.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 256 | $30.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 265 | $31.0K | 0.03% | −208−44.0% | Reduced |
| CenterStar Asset Management, LLC | – | $32.0K | 0.06% | – | – |
| Carmichael Hill & Associates, Inc. | 300 | $35.2K | 0.02% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 303 | $35.6K | 0.03% | +303 | New |
| JFS Wealth Advisors, LLC | 310 | $36.4K | 0.00% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 314 | $36.9K | 0.01% | +95+43.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 318 | $37.4K | 0.03% | +6+1.9% | Added |
| Global Retirement Partners, LLC | 323 | $38.0K | 0.00% | −126−28.1% | Reduced |
| Anchor Investment Management, LLC | 325 | $38.2K | 0.01% | −48−12.9% | Reduced |
| CoreCap Advisors, LLC | 325 | $38.3K | 0.00% | +325 | New |
| Baystate Wealth Management LLC | 331 | $39.0K | 0.00% | +5+1.5% | Added |
| Jones Financial Companies LLLP | 330 | $39.0K | 0.00% | +86+35.2% | Added |
| Trifecta Capital Advisors, LLC | 335 | $39.4K | 0.02% | +335 | New |
| Burleson & Company, LLC | 341 | $40.0K | 0.01% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 344 | $40.4K | 0.00% | 00.0% | Unchanged |
| Compass Wealth Management LLC | 345 | $40.5K | 0.01% | +345 | New |
| Trustcore Financial Services, LLC | 350 | $41.1K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 350 | $41.1K | 0.01% | +275+366.7% | Added |
| Kozak & Associates, Inc. | 358 | $42.0K | 0.02% | 00.0% | Unchanged |
| Private Trust Co NA | 378 | $44.0K | 0.01% | +13+3.6% | Added |
| Hoey Investments, Inc | 375 | $44.1K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 382 | $45.0K | 0.01% | −10−2.6% | Reduced |
| American National Bank | 382 | $45.0K | 0.01% | +2+0.5% | Added |
| ICA Group Wealth Management, LLC | 391 | $45.9K | 0.01% | +391 | New |
| Zions Bancorporation, N.A. | 407 | $47.8K | 0.00% | +51+14.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 412 | $48.0K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 419 | $49.2K | 0.01% | +13+3.2% | Added |
| MV Capital Management, Inc. | 426 | $50.0K | 0.01% | −37−8.0% | Reduced |
| PFS Partners, LLC | 500 | $58.7K | 0.06% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 503 | $59.1K | 0.01% | −1,832−78.5% | Reduced |
| Carolinas Wealth Consulting LLC | 523 | $61.4K | 0.01% | +1+0.2% | Added |
| Ronald Blue Trust, Inc. | 743 | $67.0K | 0.00% | +391+111.1% | Added |
| CVA Family Office, LLC | 575 | $67.6K | 0.02% | +40+7.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 594 | $69.8K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 598 | $70.3K | 0.00% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 603 | $71.0K | 0.00% | −137−18.5% | Reduced |
| Allworth Financial LP | 629 | $73.9K | 0.00% | +139+28.4% | Added |
| Delta Asset Management LLC | 630 | $74.0K | 0.01% | +630 | New |
| Parkside Financial Bank & Trust | 660 | $77.5K | 0.02% | −20−2.9% | Reduced |
| First Financial Corp | 670 | $78.7K | 0.05% | +30+4.7% | Added |
| Capital Analysts, LLC | 669 | $79.0K | 0.00% | −76−10.2% | Reduced |
| Clearstead Advisors, LLC | 675 | $79.3K | 0.01% | −131−16.3% | Reduced |
| Massmutual Trust Co FSB | 684 | $80.0K | 0.00% | +40+6.2% | Added |
| Harbour Investments, Inc. | 696 | $81.8K | 0.00% | +124+21.7% | Added |
| Sentry Investment Management LLC | 697 | $82.0K | 0.04% | −1,503−68.3% | Reduced |
| Montag A & Associates Inc | 702 | $82.5K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 705 | $82.8K | 0.01% | −144−17.0% | Reduced |
| Old North State Trust, LLC | 711 | $84.0K | 0.06% | −34−4.6% | Reduced |
| Tobam | 720 | $85.0K | 0.01% | −542−42.9% | Reduced |
| Smithfield Trust Co | 721 | $86.0K | 0.01% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 754 | $88.6K | 0.00% | −6,378−89.4% | Reduced |
| Concord Wealth Partners | 807 | $94.8K | 0.03% | +807 | New |
| Silvant Capital Management LLC | 821 | $96.5K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 821 | $96.5K | 0.06% | +821 | New |
| Pinnacle Bancorp, Inc. | 852 | $100.0K | 0.04% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 876 | $102.9K | 0.00% | −94−9.7% | Reduced |
| Ci Investments Inc. | 910 | $107.0K | 0.00% | +476+109.7% | Added |
| Cambridge Trust Co | 930 | $109.0K | 0.00% | −40−4.1% | Reduced |
| Rosenberg Matthew Hamilton | 965 | $113.4K | 0.04% | +46+5.0% | Added |
| Desjardins Global Asset Management Inc. | 986 | $115.0K | 0.02% | +29+3.0% | Added |
| Motco | 981 | $115.2K | 0.01% | +39+4.1% | Added |
| Vestor Capital, LLC | 1,000 | $117.0K | 0.01% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 1,000 | $117.0K | 0.03% | 00.0% | Unchanged |
| Alta Advisers Ltd | 1,000 | $117.0K | 0.07% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,000 | $117.5K | 0.03% | +1,000 | New |
| AllSquare Wealth Management LLC | 1,001 | $117.6K | 0.08% | −300−23.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,038 | $122.0K | 0.07% | +313+43.2% | Added |
| First Manhattan Co | 1,053 | $123.7K | 0.00% | +53+5.3% | Added |
| Lindbrook Capital, LLC | 1,064 | $125.0K | 0.02% | +122+13.0% | Added |
| Central Trust Co | 1,180 | $138.6K | 0.00% | 00.0% | Unchanged |
| Cutler Group LP | 1,208 | $141.0K | 0.02% | −5,592−82.2% | Reduced |
| Stelac Advisory Services LLC | 1,208 | $141.9K | 0.06% | 00.0% | Unchanged |
| Logan Capital Management Inc | 1,272 | $149.4K | 0.01% | 00.0% | Unchanged |
| AIA Group Ltd | 1,343 | $157.8K | 0.01% | −10,521−88.7% | Reduced |
| Ameliora Wealth Management Ltd. | 1,400 | $164.5K | 0.09% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,525 | $179.0K | 0.03% | +1,525 | New |
| Trust Co | 1,543 | $181.0K | 0.03% | +313+25.4% | Added |
| Money Concepts Capital Corp | 1,569 | $184.3K | 0.01% | +1,094+230.3% | Added |
| Dividend Assets Capital, LLC | 1,600 | $188.0K | 0.04% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 1,643 | $193.0K | 0.02% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 1,667 | $195.9K | 0.01% | −14,087−89.4% | Reduced |
| Kistler-Tiffany Companies, LLC | 1,706 | $200.4K | 0.04% | +27+1.6% | Added |
| North Star Investment Management Corp. | 1,740 | $204.4K | 0.02% | +10+0.6% | Added |
| Hodges Capital Management Inc. | 1,763 | $207.0K | 0.02% | −2,531−58.9% | Reduced |
| Lakeview Capital Partners, LLC | 1,654 | $208.3K | 0.07% | +1,654 | New |
| Cabot Wealth Management Inc | 1,795 | $211.0K | 0.04% | +1,795 | New |
| Clearwater Capital Advisors, LLC | 1,800 | $211.5K | 0.03% | +1,800 | New |